Filed: 1/12/2026ACC: 0001420506-26-000027
📋 What this filing means
SALEM INVESTMENT COUNSELORS INC filed this quarterly 13F‑HR report disclosing 391 equity positions with a total reported market value of $3.54B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
391
Positions
$3.54B
Total AUM (reported)
26.84M
Total Shares
Allocation by class
COM$2.38B67.2%
CL A$274.12M7.7%
CAP STK CL C$156.68M4.4%
CL B NEW$86.49M2.4%
CAP STK CL A$83.89M2.4%
COM NEW$54.94M1.6%
SHS$44.25M1.2%
Portfolio Concentration
Top 3$863.35M24.4%
4–10$844.14M23.8%
11–25$693.67M19.6%
Rest$1.14B32.2%
Top 3 weight
24.4%
Top 10 weight
48.2%
Voting Authority Distribution
Total shares with voting rights: 26.84M
Sole
Full voting authority
18.36M
shares
% of voting shares68.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
8.48M
shares
% of voting shares31.6%
Investment Discretion (by position count)
Sole391
Shared0
Other0
Dominant voting typeSole · 68.4% of voting shares
Institutional Holdings391
Rows:
LOWES COS INC
SOLEShares1.39M
TypeSH
Market value$336.32M
9.50%
Sole
383.88K
Shared
0.00
None
1.01M
NVIDIA CORPORATION
SOLEShares1.42M
TypeSH
Market value$264.90M
7.48%
Sole
1.14M
Shared
0.00
None
279.59K
APPLE INC
SOLEShares964.22K
TypeSH
Market value$262.13M
7.40%
Sole
807.40K
Shared
0.00
None
156.82K
MICROSOFT CORP
SOLEShares389.63K
TypeSH
Market value$188.43M
5.32%
Sole
313.33K
Shared
0.00
None
76.30K
ALPHABET INC
SOLEShares499.30K
TypeSH
Market value$156.68M
4.42%
Sole
393.31K
Shared
0.00
None
105.99K
PALANTIR TECHNOLOGIES INC
SOLEShares638.25K
TypeSH
Market value$113.45M
3.20%
Sole
477.09K
Shared
0.00
None
161.16K
AMAZON COM INC
SOLEShares480.47K
TypeSH
Market value$110.90M
3.13%
Sole
380.85K
Shared
0.00
None
99.63K
META PLATFORMS INC
SOLEShares156.06K
TypeSH
Market value$103.01M
2.91%
Sole
122.78K
Shared
0.00
None
33.28K
BERKSHIRE HATHAWAY INC DEL
SOLEShares172.06K
TypeSH
Market value$86.49M
2.44%
Sole
142.73K
Shared
0.00
None
29.33K
ELI LILLY & CO
SOLEShares79.25K
TypeSH
Market value$85.17M
2.41%
Sole
61.15K
Shared
0.00
None
18.11K
ALPHABET INC
SOLEShares268K
TypeSH
Market value$83.89M
2.37%
Sole
195.50K
Shared
0.00
None
72.50K
JPMORGAN CHASE & CO.
SOLEShares240.98K
TypeSH
Market value$77.65M
2.19%
Sole
181.04K
Shared
0.00
None
59.94K
BANK AMERICA CORP
SOLEShares1.13M
TypeSH
Market value$61.98M
1.75%
Sole
939.45K
Shared
0.00
None
187.47K
MICRON TECHNOLOGY INC
SOLEShares206.48K
TypeSH
Market value$58.95M
1.66%
Sole
175.04K
Shared
0.00
None
31.44K
ADVANCED MICRO DEVICES INC
SOLEShares263.26K
TypeSH
Market value$56.38M
1.59%
Sole
172.09K
Shared
0.00
None
91.17K
PEPSICO INC
SOLEShares284.87K
TypeSH
Market value$41.21M
1.16%
Sole
226.16K
Shared
0.00
None
58.71K
GREEN BRICK PARTNERS INC
SOLEShares644.77K
TypeSH
Market value$40.40M
1.14%
Sole
493.16K
Shared
0.00
None
151.62K
RTX CORPORATION
SOLEShares219.93K
TypeSH
Market value$40.33M
1.14%
Sole
177.42K
Shared
0.00
None
42.50K
WALMART INC
SOLEShares334.89K
TypeSH
Market value$37.31M
1.05%
Sole
280.63K
Shared
0.00
None
54.26K
JOHNSON & JOHNSON
SOLEShares177.77K
TypeSH
Market value$36.79M
1.04%
Sole
137.41K
Shared
0.00
None
40.36K
INTUITIVE SURGICAL INC
SOLEShares61.96K
TypeSH
Market value$35.09M
0.99%
Sole
43.28K
Shared
0.00
None
18.67K
NU HLDGS LTD
SOLEShares2.09M
TypeSH
Market value$34.94M
0.99%
Sole
1.24M
Shared
0.00
None
850.21K
ASTERA LABS INC
SOLEShares182.32K
TypeSH
Market value$30.33M
0.86%
Sole
137.07K
Shared
0.00
None
45.25K
ABBVIE INC
SOLEShares131.61K
TypeSH
Market value$30.07M
0.85%
Sole
106.25K
Shared
0.00
None
25.36K
VISA INC
SOLEShares80.81K
TypeSH
Market value$28.34M
0.80%
Sole
63.24K
Shared
0.00
None
17.57K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
LOWES COS INCSOLE | COM | 1.39M | SH | $336.32M 9.50% | 383.88K | 0.00 | 1.01M |
NVIDIA CORPORATIONSOLE | COM | 1.42M | SH | $264.90M 7.48% | 1.14M | 0.00 | 279.59K |
APPLE INCSOLE | COM | 964.22K | SH | $262.13M 7.40% | 807.40K | 0.00 | 156.82K |
MICROSOFT CORPSOLE | COM | 389.63K | SH | $188.43M 5.32% | 313.33K | 0.00 | 76.30K |
ALPHABET INCSOLE | CAP STK CL C | 499.30K | SH | $156.68M 4.42% | 393.31K | 0.00 | 105.99K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 638.25K | SH | $113.45M 3.20% | 477.09K | 0.00 | 161.16K |
AMAZON COM INCSOLE | COM | 480.47K | SH | $110.90M 3.13% | 380.85K | 0.00 | 99.63K |
META PLATFORMS INCSOLE | CL A | 156.06K | SH | $103.01M 2.91% | 122.78K | 0.00 | 33.28K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 172.06K | SH | $86.49M 2.44% | 142.73K | 0.00 | 29.33K |
ELI LILLY & COSOLE | COM | 79.25K | SH | $85.17M 2.41% | 61.15K | 0.00 | 18.11K |
ALPHABET INCSOLE | CAP STK CL A | 268K | SH | $83.89M 2.37% | 195.50K | 0.00 | 72.50K |
JPMORGAN CHASE & CO.SOLE | COM | 240.98K | SH | $77.65M 2.19% | 181.04K | 0.00 | 59.94K |
BANK AMERICA CORPSOLE | COM | 1.13M | SH | $61.98M 1.75% | 939.45K | 0.00 | 187.47K |
MICRON TECHNOLOGY INCSOLE | COM | 206.48K | SH | $58.95M 1.66% | 175.04K | 0.00 | 31.44K |
ADVANCED MICRO DEVICES INCSOLE | COM | 263.26K | SH | $56.38M 1.59% | 172.09K | 0.00 | 91.17K |
PEPSICO INCSOLE | COM | 284.87K | SH | $41.21M 1.16% | 226.16K | 0.00 | 58.71K |
GREEN BRICK PARTNERS INCSOLE | COM | 644.77K | SH | $40.40M 1.14% | 493.16K | 0.00 | 151.62K |
RTX CORPORATIONSOLE | COM | 219.93K | SH | $40.33M 1.14% | 177.42K | 0.00 | 42.50K |
WALMART INCSOLE | COM | 334.89K | SH | $37.31M 1.05% | 280.63K | 0.00 | 54.26K |
JOHNSON & JOHNSONSOLE | COM | 177.77K | SH | $36.79M 1.04% | 137.41K | 0.00 | 40.36K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 61.96K | SH | $35.09M 0.99% | 43.28K | 0.00 | 18.67K |
NU HLDGS LTDSOLE | ORD SHS CL A | 2.09M | SH | $34.94M 0.99% | 1.24M | 0.00 | 850.21K |
ASTERA LABS INCSOLE | COM | 182.32K | SH | $30.33M 0.86% | 137.07K | 0.00 | 45.25K |
ABBVIE INCSOLE | COM | 131.61K | SH | $30.07M 0.85% | 106.25K | 0.00 | 25.36K |
VISA INCSOLE | COM CL A | 80.81K | SH | $28.34M 0.80% | 63.24K | 0.00 | 17.57K |
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